Another vote for the ability to merge investment transactions. I found this thread while trying to figure out how to merge downloaded transactions from my HSA. I already have my paycheck setup with splits, one of which is a transfer to my HSA investment account. However, when I try to download transactions (from Fidelity in this case), MD tries to add a duplicate transaction for my paycheck contributions since it won't let me merge it with the existing transfer created by my paycheck.
4 years later and we're still crossing fingers they eventually figure out a way to marge investment txns or at least come up with a non-kludgy way to mark (and hide!) them so they don't keep downloading every time.
I have several credit cards that are auto paid in full from my brokerage
account. I find that it works out better if I delete the reminder
transactions (that I use as a placeholder so I know what my cash flow is)
the day before I download the actual transactions from the brokerage
account. Then I can accept the brokerage transactions and merge the credit
card transactions in the CC accounts.
I really should not have to do this. This needs to be fixed.
More than 5 years since this issue was first raised and still not a single response from the support staff. No blog posts or releases for the entire product for nearly a year. Feels like a dead or dying product.
I think I'm done dealing with single developer commercial products. Maybe it's time for me to move to something like GNU Cash.
I just wanted to let you know that I do still plan on adding the ability to merge (and generally clean up) downloaded investment transactions into Moneydance. I understand that it's frustrating to have seen this feature requested for so long and it still not being implemented.
I wonder if it would be of any use to provide the merge function but only for non-security transactions in the Bank Transactions part of the register?
Merging bank transactions would fix this problem for me.
In my case, it's a Fidelity Cash Management account that causes the problems. It is a brokerage account that also acts like a checking account. I have a debit card, can write checks, do automatic payments, direct deposit and Fidelity will replenish the checking portion of the account with transfers from another brokerage account. Many of those cases have the same transaction getting downloaded from more than one source and not being able to merge them is a pain.
By the way, it's not just that this issue has been around for a long time without getting implemented. In my opinion, the real issue is that people submit things to these discussion lists and no one from Infinite Kind provides any kind of response. Just leaving things to close without some response drives me and probably a lot of other customers nuts. PLEASE have someone from support respond to posts instead of letting them just get closed by the system.
This exactly – and like Dave Kremer – it’s a brokerage account – but the securities stay separate from the cash account – how MS Money and Quicken (arrgh!) do it today… The account has 2 sides. One for the securities, the other for the cash and banking transactions.
Yes, the merge function is most necessary for the non-security bank transactions - that’s what we’ve been asking for, for YEARS. Thank you for hopefully actually doing it. I’m not paying for another upgrade without it.
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